---
title: Team Planner | The Toolbox Team FAQs
description: How-to guides and video demonstrations to get you started with Team Planner
---

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1. [The Toolbox Team FAQs](https://helpdesk.thetoolbox.tech/customer)
2. [Team Planner](https://helpdesk.thetoolbox.tech/customer/team-planner)

# Team Planner

 How-to guides and video demonstrations to get you started with Team Planner

## Getting Started

- [How to add a Task?](https://helpdesk.thetoolbox.tech/customer/how-to-add-a-task)
- [How do I assign a staff member a task?](https://helpdesk.thetoolbox.tech/customer/how-do-i-assign-a-staff-member-a-task)
- [How do I add notes to the Team Planner Staff View?](https://helpdesk.thetoolbox.tech/customer/how-do-i-add-notes-to-the-team-planner-staff-view)
- [How do I update the Direction of Cut?](https://helpdesk.thetoolbox.tech/customer/how-do-i-update-the-direction-of-cut)
- [How do I Preview my changes before publishing them to Staff View?](https://helpdesk.thetoolbox.tech/customer/how-do-i-preview-my-changes-before-publishing-them-to-staff-view)
- [How do I Duplicate a day and copy to another?](https://helpdesk.thetoolbox.tech/customer/how-do-i-duplicate-a-day-and-copy-to-another)

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## Display

- [How do I display the Staff View on our flatscreen TV/ monitor?](https://helpdesk.thetoolbox.tech/customer/how-do-i-display-the-staff-view-on-our-flatscreen-tv/-monitor)
- [How do I change the presentation of the Staff View?](https://helpdesk.thetoolbox.tech/customer/how-do-i-change-the-presentation-of-the-staff-view)
- [How do I display different days in Staff View?](https://helpdesk.thetoolbox.tech/customer/how-do-i-display-different-days-in-staff-view)
- [How do I change the background display image?](https://helpdesk.thetoolbox.tech/customer/how-do-i-change-the-background-display-image)

## Reporting

- [How do I generate a report?](https://helpdesk.thetoolbox.tech/customer/how-do-i-generate-a-report)

- [Our Team](https://helpdesk.thetoolbox.tech/customer/our-team#main-content)

    - [Employees](https://helpdesk.thetoolbox.tech/customer/our-team#employees)
    - [Qualifications](https://helpdesk.thetoolbox.tech/customer/our-team#qualifications)
    - [Training Schedule](https://helpdesk.thetoolbox.tech/customer/our-team#training-schedule)
- [Equipment](https://helpdesk.thetoolbox.tech/customer/equipment#main-content)

    - [Equipment Register](https://helpdesk.thetoolbox.tech/customer/equipment#equipment-register)
    - [Defect/Damage Register](https://helpdesk.thetoolbox.tech/customer/equipment#defect-damage-register)
    - [Competency Record](https://helpdesk.thetoolbox.tech/customer/equipment#competency-record)
    - [Pre-Operation Check](https://helpdesk.thetoolbox.tech/customer/equipment#pre-operation-check)
- [Products](https://helpdesk.thetoolbox.tech/customer/products#main-content)

    - [Products Inventory](https://helpdesk.thetoolbox.tech/customer/products#products-inventory)
    - [Application Schedule](https://helpdesk.thetoolbox.tech/customer/products#application-schedule)
    - [Pesticide Use Report](https://helpdesk.thetoolbox.tech/customer/products#pesticide-use-report)
    - [Receival Logs](https://helpdesk.thetoolbox.tech/customer/products#receival-logs)
    - [Safety Data Sheets (SDS)](https://helpdesk.thetoolbox.tech/customer/products#safety-data-sheets-sds)
- [Incidents/Hazards](https://helpdesk.thetoolbox.tech/customer/incidents-hazards#main-content)

    - [Incidents](https://helpdesk.thetoolbox.tech/customer/incidents-hazards#incidents)
    - [Hazards](https://helpdesk.thetoolbox.tech/customer/incidents-hazards#hazards)
    - [Incident/Hazard Management](https://helpdesk.thetoolbox.tech/customer/incidents-hazards#incident-hazard-management)
    - [Risk Register](https://helpdesk.thetoolbox.tech/customer/incidents-hazards#risk-register)
- [General](https://helpdesk.thetoolbox.tech/customer/general#main-content)

    - [Logging In](https://helpdesk.thetoolbox.tech/customer/general#logging-in)
    - [Access](https://helpdesk.thetoolbox.tech/customer/general#access)
    - [Red Asterisk](https://helpdesk.thetoolbox.tech/customer/general#red-asterisk)
    - [Actions Menu](https://helpdesk.thetoolbox.tech/customer/general#actions-menu)
    - [Notifications](https://helpdesk.thetoolbox.tech/customer/general#notifications)
    - [Icons](https://helpdesk.thetoolbox.tech/customer/general#icons)
    - [Data Search](https://helpdesk.thetoolbox.tech/customer/general#data-search)
    - [Display](https://helpdesk.thetoolbox.tech/customer/general#display)
    - [Data](https://helpdesk.thetoolbox.tech/customer/general#data)
- [Dashboard](https://helpdesk.thetoolbox.tech/customer/dashboard#main-content)

    - [Dashboard](https://helpdesk.thetoolbox.tech/customer/dashboard#dashboard)
    - [Access](https://helpdesk.thetoolbox.tech/customer/dashboard#access)
    - [Audits](https://helpdesk.thetoolbox.tech/customer/dashboard#audits)
    - [Expiring Competency](https://helpdesk.thetoolbox.tech/customer/dashboard#expiring-competency)
    - [Expiring Contractors](https://helpdesk.thetoolbox.tech/customer/dashboard#expiring-contractors)
    - [Expiring Qualifications](https://helpdesk.thetoolbox.tech/customer/dashboard#expiring-qualifications)
    - [Hazards](https://helpdesk.thetoolbox.tech/customer/dashboard#hazards)
    - [Improvements](https://helpdesk.thetoolbox.tech/customer/dashboard#improvements)
    - [Incidents](https://helpdesk.thetoolbox.tech/customer/dashboard#incidents)
- [EHS](https://helpdesk.thetoolbox.tech/customer/ehs#main-content)

    - [Inspections](https://helpdesk.thetoolbox.tech/customer/ehs#inspections)
    - [Improvements](https://helpdesk.thetoolbox.tech/customer/ehs#improvements)
    - [Incidents](https://helpdesk.thetoolbox.tech/customer/ehs#incidents)
    - [Hazards](https://helpdesk.thetoolbox.tech/customer/ehs#hazards)
    - [Incident/Hazard Management](https://helpdesk.thetoolbox.tech/customer/ehs#incident-hazard-management)
- [Audit](https://helpdesk.thetoolbox.tech/customer/audit#main-content)

    - [Audit](https://helpdesk.thetoolbox.tech/customer/audit#audit)
- [Contractors](https://helpdesk.thetoolbox.tech/customer/contractors#main-content)

    - [Contractors](https://helpdesk.thetoolbox.tech/customer/contractors#contractors)
    - [Contractor Setup](https://helpdesk.thetoolbox.tech/customer/contractors#contractor-setup)
    - [Contractor Engagement](https://helpdesk.thetoolbox.tech/customer/contractors#contractor-engagement)
    - [Contractor Activation](https://helpdesk.thetoolbox.tech/customer/contractors#contractor-activation)
    - [Contractor Management](https://helpdesk.thetoolbox.tech/customer/contractors#contractor-management)
    - [Contractors On Site](https://helpdesk.thetoolbox.tech/customer/contractors#contractors-on-site)
    - [Contractors Emergency SMS](https://helpdesk.thetoolbox.tech/customer/contractors#contractors-emergency-sms)
- [Toolbox Resources](https://helpdesk.thetoolbox.tech/customer/toolbox-resources#main-content)

    - [Directory](https://helpdesk.thetoolbox.tech/customer/toolbox-resources#directory)
    - [Help/Support](https://helpdesk.thetoolbox.tech/customer/toolbox-resources#help-support)
    - [Quiz](https://helpdesk.thetoolbox.tech/customer/toolbox-resources#quiz)
- [Team Planner](https://helpdesk.thetoolbox.tech/customer/team-planner#main-content)

    - [Getting Started](https://helpdesk.thetoolbox.tech/customer/team-planner#getting-started)
    - [Display](https://helpdesk.thetoolbox.tech/customer/team-planner#display)
    - [Reporting](https://helpdesk.thetoolbox.tech/customer/team-planner#reporting)
- [Reporting](https://helpdesk.thetoolbox.tech/customer/reporting#main-content)

    - [Executive Reports](https://helpdesk.thetoolbox.tech/customer/reporting#executive-reports)

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